Dean Roland Russell, LLC
● SEC registered since 1999CRD 109480SEC# 801-56225San Diego, CA
Reg. AUM
$351.2M
Employees
6
Accounts
555
Location
San Diego, CA
Dean Roland Russell, LLC assets under management
Dean Roland Russell, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1999. It reports $351.2 million in regulatory assets under management and employs 6 people.
Dean Roland Russell, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Charles Russell Control | Managing Member | 50-75% | 2012 |
| Marc Robert Roland Control | Managing Member, Chief Compliance Officer | 50-75% | 2012 |
Frequently asked questions
How much does Dean Roland Russell, LLC manage?
Dean Roland Russell, LLC reports $351.2 million in regulatory assets under management on its Form ADV.
How many employees does Dean Roland Russell, LLC have?
Dean Roland Russell, LLC reports 6 employees.
Where is Dean Roland Russell, LLC located?
Dean Roland Russell, LLC is based in San Diego, CA and has been SEC-registered since 1999.
Does Dean Roland Russell, LLC disclose fund performance?
Dean Roland Russell, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16880 West Bernardo Drive, Suite 170, San Diego, CA 92127 |
| Phone | 858-485-8547 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$351.2M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$351.2Mregulatory AUM
Discretionary $351.2M